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Side-by-side financial comparison of UNIVERSAL DISPLAY CORP \PA\ (OLED) and Palomar Holdings, Inc. (PLMR). Click either name above to swap in a different company.
Palomar Holdings, Inc. is the larger business by last-quarter revenue ($253.4M vs $142.2M, roughly 1.8× UNIVERSAL DISPLAY CORP \PA\). On growth, Palomar Holdings, Inc. posted the faster year-over-year revenue change (62.7% vs -14.5%). Over the past eight quarters, Palomar Holdings, Inc.'s revenue compounded faster (46.2% CAGR vs -5.3%).
Universal Display Corporation is a developer and manufacturer of organic light emitting diode (OLED) technologies and materials, and it is a provider of services to the display and lighting industries.
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
OLED vs PLMR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $142.2M | $253.4M |
| Net Profit | $35.9M | — |
| Gross Margin | 74.6% | — |
| Operating Margin | 30.1% | 28.7% |
| Net Margin | 25.2% | — |
| Revenue YoY | -14.5% | 62.7% |
| Net Profit YoY | -44.3% | — |
| EPS (diluted) | $0.76 | $2.05 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $142.2M | — | ||
| Q4 25 | $172.9M | $253.4M | ||
| Q3 25 | $139.6M | $244.7M | ||
| Q2 25 | $171.8M | $203.3M | ||
| Q1 25 | $166.3M | $174.6M | ||
| Q4 24 | $162.3M | $155.8M | ||
| Q3 24 | $161.6M | $148.5M | ||
| Q2 24 | $158.5M | $131.1M |
| Q1 26 | $35.9M | — | ||
| Q4 25 | $66.3M | — | ||
| Q3 25 | $44.0M | $51.5M | ||
| Q2 25 | $67.3M | $46.5M | ||
| Q1 25 | $64.4M | $42.9M | ||
| Q4 24 | $46.0M | — | ||
| Q3 24 | $66.9M | $30.5M | ||
| Q2 24 | $52.3M | $25.7M |
| Q1 26 | 74.6% | — | ||
| Q4 25 | 76.1% | — | ||
| Q3 25 | 74.6% | — | ||
| Q2 25 | 77.2% | — | ||
| Q1 25 | 77.1% | — | ||
| Q4 24 | 77.0% | — | ||
| Q3 24 | 77.8% | — | ||
| Q2 24 | 75.8% | — |
| Q1 26 | 30.1% | — | ||
| Q4 25 | 38.9% | 28.7% | ||
| Q3 25 | 30.9% | 27.4% | ||
| Q2 25 | 39.9% | 29.5% | ||
| Q1 25 | 41.9% | 30.8% | ||
| Q4 24 | 32.3% | 28.9% | ||
| Q3 24 | 41.5% | 25.9% | ||
| Q2 24 | 35.6% | 25.5% |
| Q1 26 | 25.2% | — | ||
| Q4 25 | 38.4% | — | ||
| Q3 25 | 31.5% | 21.0% | ||
| Q2 25 | 39.2% | 22.9% | ||
| Q1 25 | 38.8% | 24.6% | ||
| Q4 24 | 28.4% | — | ||
| Q3 24 | 41.4% | 20.5% | ||
| Q2 24 | 33.0% | 19.6% |
| Q1 26 | $0.76 | — | ||
| Q4 25 | $1.40 | $2.05 | ||
| Q3 25 | $0.92 | $1.87 | ||
| Q2 25 | $1.41 | $1.68 | ||
| Q1 25 | $1.35 | $1.57 | ||
| Q4 24 | $0.96 | $1.29 | ||
| Q3 24 | $1.40 | $1.15 | ||
| Q2 24 | $1.10 | $1.00 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $516.4M | $106.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $942.7M |
| Total Assets | $1.9B | $3.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $516.4M | — | ||
| Q4 25 | $602.4M | $106.9M | ||
| Q3 25 | $603.0M | $111.7M | ||
| Q2 25 | $525.2M | $81.3M | ||
| Q1 25 | $571.3M | $119.3M | ||
| Q4 24 | $492.7M | $80.4M | ||
| Q3 24 | $551.6M | $86.5M | ||
| Q2 24 | $530.5M | $47.8M |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $942.7M | ||
| Q3 25 | $1.7B | $878.1M | ||
| Q2 25 | $1.7B | $847.2M | ||
| Q1 25 | $1.7B | $790.4M | ||
| Q4 24 | $1.6B | $729.0M | ||
| Q3 24 | $1.6B | $703.3M | ||
| Q2 24 | $1.5B | $532.6M |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $3.1B | ||
| Q3 25 | $1.9B | $2.9B | ||
| Q2 25 | $1.9B | $2.8B | ||
| Q1 25 | $1.9B | $2.4B | ||
| Q4 24 | $1.8B | $2.3B | ||
| Q3 24 | $1.8B | $2.3B | ||
| Q2 24 | $1.8B | $2.0B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $108.9M | $409.1M |
| Free Cash FlowOCF − Capex | — | $409.0M |
| FCF MarginFCF / Revenue | — | 161.4% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 3.03× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $700.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $108.9M | — | ||
| Q4 25 | $31.1M | $409.1M | ||
| Q3 25 | $97.2M | $83.6M | ||
| Q2 25 | $51.9M | $120.9M | ||
| Q1 25 | $30.6M | $87.2M | ||
| Q4 24 | $34.7M | $261.2M | ||
| Q3 24 | $79.9M | $100.3M | ||
| Q2 24 | $67.0M | $55.1M |
| Q1 26 | — | — | ||
| Q4 25 | $15.1M | $409.0M | ||
| Q3 25 | $84.3M | $83.6M | ||
| Q2 25 | $37.5M | $120.8M | ||
| Q1 25 | $17.5M | $87.1M | ||
| Q4 24 | $22.0M | $260.9M | ||
| Q3 24 | $66.2M | $100.1M | ||
| Q2 24 | $57.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 161.4% | ||
| Q3 25 | 60.4% | 34.2% | ||
| Q2 25 | 21.8% | 59.4% | ||
| Q1 25 | 10.5% | 49.9% | ||
| Q4 24 | 13.6% | 167.5% | ||
| Q3 24 | 41.0% | 67.4% | ||
| Q2 24 | 36.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 0.1% | ||
| Q3 25 | 9.2% | 0.0% | ||
| Q2 25 | 8.4% | 0.0% | ||
| Q1 25 | 7.9% | 0.0% | ||
| Q4 24 | 7.8% | 0.2% | ||
| Q3 24 | 8.4% | 0.1% | ||
| Q2 24 | 5.8% | 0.0% |
| Q1 26 | 3.03× | — | ||
| Q4 25 | 0.47× | — | ||
| Q3 25 | 2.21× | 1.63× | ||
| Q2 25 | 0.77× | 2.60× | ||
| Q1 25 | 0.47× | 2.03× | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 1.19× | 3.29× | ||
| Q2 24 | 1.28× | 2.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
PLMR
Segment breakdown not available.
